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Wendy L. Porter, CFP®

Porter Financial Services, LLC

8 N Plains Rd
The Plains, OH 45780
Phone: (740) 797-4200
Fax: (740) 797-4222

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Medical & Health Issues
  • Nontraditional Households
  • Women's Finances

 

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